Filling in a New Calendar Appointment

Filling in a new Calendar Appointment with enough pertinent information to help keep your day organized is really important, so here is a breakdown of what each element of a new Calendar Appointment does.

Calendar Appointment Highlights

Title of Appointment

Try to make it detailed enough that you would know exactly what the meeting is about from a single glance.

Start and End Time

You can define the start and end time of a meeting by entering in the times manually or by actually moving the event on the Calendar window. Please note that the duration is calculated for the start and end time by default, but you can specify the actual duration by adjusting the end time accordingly.

Choose a Calendar

By default, Daylite creates it's own Appointment, allowing you to link important information to it. You can however create the Appintment in another app, such as Apple Calendar or iCloud.

Category and Keywords

Choose the type of meeting that you are having. These may include a client meeting, a vacation, a personal appointment or others.

Location

If your appointment is in person, try creating a hyperlink to the address so people can use Maps to find it. If your appointment is online, try adding the meeting link.

Details

Filling in details helps you come prepared, whether it's remembering a report or bringing ideas to the table.

Show As

If you use a scheduling system in conjunction with Daylite then this feature will be important. If you set a Time Block event the status will be set to Busy by default. If you set an All Day event the status will be set to Free by default. This actually makes sense as there is no set time period for an All Day meeting. You can manually change this status as well, simply by clicking on it.

Status

When you create a new meeting in Daylite it is given a Confirmed status, however this status can be changed by the user to one of the other options in the list below.

This can be helpful if you want to keep the meeting in the calendar, but want to indicate that it was cancelled or postponed. In this case the meeting title will have a strike line through it.

Type

Appointments come in all forms, like Video, Phone Calls, Events, or Meetings. When creating an Appointment in your Calendar, you can add a description that will signify the type of activity it is.

Delegate to User

Delegation is an important part of seeing the "big picture", and helps take some of the weight off your shoulders. When you delegate an Appointment to another user, you are still able to see it in their Activity Timeline.

Owner

The user that creates the Appointment is automatically specified as the Owner, but you can change this selection to a different user. As an example, this could be very helpful if an account manager were to leave the company, and you needed to re-assign their accounts, including upcoming Appointments, to others in the sales department. If you assign a different user, then you will no longer be able to view this Appointment.

Permissions

By setting permissions, you can give specific people or departments access to this Appointment. For example, if your Human Resources department sets up an in-person Appointment to interview a potential new hire, you can specify that only you and HR can view this Appointment.

Repeat

Creating a repeatable Appointment can save you time, and prevents you from forgetting those monthly reviews.

Reminders

Daylite can remind you about your upcoming meetings. A reminder can be manually set each time an Appointment is created, or you can choose to have Daylite do this automatically. As a default a new Appointment will remind you with a sound 15 minutes before the meeting is due to start. It is also possible to set more than one reminder per event. You could have one reminder set to trigger on the day before an event and another one that triggers 15 minutes before the event is due to start.

Add Invitees

Whether your Appointment is online or an in-person, adding your invitees alerts them to the Appointment, and lets you know if they will be attending.

Adding Resources

Do you require a projector, televison or printer for your big presentation? Booking resources is an important part of being prepared.

Linked Items

Daylite enables you to connect different contextual items together in a meaningful and productive way. You can tap on the linked Item and it will take to that record. You can link People, Companies, Projects and Opportunities to this Appointment.